Skip to main content
POST
/
v2
/
api
/
summary_templates
Create summary template
curl --request POST \
  --url https://api.withallo.com/v2/api/summary_templates \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json' \
  --data @- <<EOF
{
  "name": "Sales call",
  "call_context": "B2B SaaS sales calls",
  "icon": "📞",
  "sections": [
    {
      "title": "Pain points",
      "instructions": "List the prospect's pain points",
      "order": 0
    },
    {
      "title": "Next steps",
      "instructions": "What was agreed",
      "order": 1
    }
  ]
}
EOF
import requests

url = "https://api.withallo.com/v2/api/summary_templates"

payload = {
    "name": "Sales call",
    "call_context": "B2B SaaS sales calls",
    "icon": "📞",
    "sections": [
        {
            "title": "Pain points",
            "instructions": "List the prospect's pain points",
            "order": 0
        },
        {
            "title": "Next steps",
            "instructions": "What was agreed",
            "order": 1
        }
    ]
}
headers = {
    "Authorization": "<api-key>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)
const options = {
  method: 'POST',
  headers: {Authorization: '<api-key>', 'Content-Type': 'application/json'},
  body: JSON.stringify({
    name: 'Sales call',
    call_context: 'B2B SaaS sales calls',
    icon: '📞',
    sections: [
      {
        title: 'Pain points',
        instructions: 'List the prospect\'s pain points',
        order: 0
      },
      {title: 'Next steps', instructions: 'What was agreed', order: 1}
    ]
  })
};

fetch('https://api.withallo.com/v2/api/summary_templates', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));
<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://api.withallo.com/v2/api/summary_templates",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    'name' => 'Sales call',
    'call_context' => 'B2B SaaS sales calls',
    'icon' => '📞',
    'sections' => [
        [
                'title' => 'Pain points',
                'instructions' => 'List the prospect\'s pain points',
                'order' => 0
        ],
        [
                'title' => 'Next steps',
                'instructions' => 'What was agreed',
                'order' => 1
        ]
    ]
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}
package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://api.withallo.com/v2/api/summary_templates"

	payload := strings.NewReader("{\n  \"name\": \"Sales call\",\n  \"call_context\": \"B2B SaaS sales calls\",\n  \"icon\": \"📞\",\n  \"sections\": [\n    {\n      \"title\": \"Pain points\",\n      \"instructions\": \"List the prospect's pain points\",\n      \"order\": 0\n    },\n    {\n      \"title\": \"Next steps\",\n      \"instructions\": \"What was agreed\",\n      \"order\": 1\n    }\n  ]\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Authorization", "<api-key>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}
HttpResponse<String> response = Unirest.post("https://api.withallo.com/v2/api/summary_templates")
  .header("Authorization", "<api-key>")
  .header("Content-Type", "application/json")
  .body("{\n  \"name\": \"Sales call\",\n  \"call_context\": \"B2B SaaS sales calls\",\n  \"icon\": \"📞\",\n  \"sections\": [\n    {\n      \"title\": \"Pain points\",\n      \"instructions\": \"List the prospect's pain points\",\n      \"order\": 0\n    },\n    {\n      \"title\": \"Next steps\",\n      \"instructions\": \"What was agreed\",\n      \"order\": 1\n    }\n  ]\n}")
  .asString();
require 'uri'
require 'net/http'

url = URI("https://api.withallo.com/v2/api/summary_templates")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json'
request.body = "{\n  \"name\": \"Sales call\",\n  \"call_context\": \"B2B SaaS sales calls\",\n  \"icon\": \"📞\",\n  \"sections\": [\n    {\n      \"title\": \"Pain points\",\n      \"instructions\": \"List the prospect's pain points\",\n      \"order\": 0\n    },\n    {\n      \"title\": \"Next steps\",\n      \"instructions\": \"What was agreed\",\n      \"order\": 1\n    }\n  ]\n}"

response = http.request(request)
puts response.read_body
{
  "data": {
    "id": "tst-abc123",
    "name": "Sales call",
    "call_context": "B2B SaaS sales calls",
    "icon": "📞",
    "sections": [
      {
        "title": "Pain points",
        "instructions": "List the prospect's pain points",
        "order": 0
      },
      {
        "title": "Next steps",
        "instructions": "What was agreed",
        "order": 1
      }
    ],
    "created_at": "2026-06-01T10:00:00",
    "updated_at": "2026-06-01T10:00:00"
  }
}
{
  "error": {
    "type": "<string>",
    "code": "<string>",
    "message": "<string>",
    "retryable": true,
    "request_id": "<string>",
    "retry_after_seconds": 123
  }
}
{
  "error": {
    "type": "<string>",
    "code": "<string>",
    "message": "<string>",
    "retryable": true,
    "request_id": "<string>",
    "retry_after_seconds": 123
  }
}
{
  "error": {
    "type": "<string>",
    "code": "<string>",
    "message": "<string>",
    "retryable": true,
    "request_id": "<string>",
    "retry_after_seconds": 123
  }
}
Required scope: SUMMARY_TEMPLATES_WRITE

Behavior

Creates a summary template for the team. Only name is required. sections may contain up to 10 entries; each section needs a title and an order.

Idempotency

This endpoint supports the Idempotency-Key header. If a request succeeds and you retry with the same key, the stored response is returned without re-executing the operation. See Idempotency.

Authorizations

Authorization
string
header
required

Body

application/json
name
string
required

Template name.

Example:

"Sales call"

call_context
string | null

Background context that helps the AI summarize calls (max 4000 characters).

Example:

"B2B SaaS sales calls"

icon
string | null

Optional icon (e.g. an emoji).

Example:

"📞"

sections
object[]

Ordered sections that make up the summary (max 10).

Maximum array length: 10

Response

Summary template created

data
object